It can be challenging to fully develop and articulate your goals, especially when your goal is on a longer time horizon. If it involves a wealth accumulation component, it can be hard to anticipate what actually could be possible. We'll help you ask the right questions to uncover what is most important to you, create a vision for your future, then build a framework to define and work toward your goals, adjusting as the possibilities evolve over time. Join Merriman advisor, Lowell Parker, CFP® for an interactive presentation to discover the possibilities with your own financial plan.
There are more than one and a half million nonprofits in the U.S. and ten million worldwide. No wonder the process of deciding where you want to donate can be overwhelming! Whether you are donating for the first time, consolidating donations, or considering making a large gift: Begin by reflecting on your motivation for giving. Continue reading to learn how you can maximize the impact of your donation.
The Merriman Team enjoyed some volunteer hours in the community!
Q1 2023 Market Update from Merriman CIO, Kristi de Grys
